Investor Profiler (Auto-Advice)

Best for: Auto-advice and enterprise level advice

How to use: Fully hosted or plug in to your platform

Map your client’s risk tolerance profile to your portfolios to give your auto-advice platform a human understanding. Can be used in a direct to consumer platform or to provide a consistent enterprise engagement tool.

Risk Profiling Engine (RPE) web services

Embed our risk tolerance profile questionnaire and reporting functionality directly into your platform via web service calls. This option gives you full control over the look and feel of the risk tolerance profile process.

There is no client data exchanged, only a log file of calls made and no interaction with FinaMetrica’s cloud base service portal.